Welcome back! Ask questions, get answers, and join our large community of tax professionals.
  • Sign In
  • Elevate 2026 Pencil Banner
    cancel
    Showing results for 
    Search instead for 
    Did you mean: 

    Importing K-1s

    burchfieldcpas
    Level 2

    Why can't I import K-1s from 1065's into 

    0 Cheers

    This discussion has been locked. No new contributions can be made. You may start a new discussion here

    6 Comments 6
    dkh
    Level 15

    Into where?  

    0 Cheers
    burchfieldcpas
    Level 2

    I am unable to import K-1's from Forms 1065 and 1120S into individual 1040 accounts.

    The tax identification numbers are correct.  

    I have done this many times in the last 10+ years.

    0 Cheers
    dkh
    Level 15

    I was successful in importing K1s from 1065 into 1040   

    I was NOT successful importing K1s from 1120S to 1040  HOWEVER  I have no information in the 1120S yet.

    Are you current on program updates?

    0 Cheers
    Bhaumik
    Level 1

    I can't import S Corp K-1s to Individual. It says no K-1 is available, but I do see that there is a file in the Shared folder waiting to be imported. I contacted Lacerte support and they could not figure out what is causing the issue.

    I would think that someone knows or at least KBA available to refer to from Lacerte.

    0 Cheers
    abctax55
    Level 15

    @Bhaumik - are you asking about Lacerte?  This thread is a PS one; completely different software than Lacerte.

    HumanKind... Be Both
    abctax55
    Level 15

    https://proconnect.intuit.com/community/import-or-export-data-files/help/exporting-importing-schedul...

    Sometimes:

    1) start over - deleting the info in the 1040 module, then try again.

    2) Just KP the K-1 directly

    HumanKind... Be Both